![](https://www.moonstone.co.za/wp-content/uploads/life-policy2-1.jpg)
Ruling on whether a Covid claim was excluded prior to the completion of underwriting
The Ombudsman for Long-term Insurance finds that the policy wording did not support what Old Mutual intended to achieve.
Taxpayers should inform SARS if they have been unemployed for a full year or longer, to avoid being flagged as non-compliant.
Read moreThe Ombudsman for Long-term Insurance finds that the policy wording did not support what Old Mutual intended to achieve.
The qualification is demanding, but it’s ‘definitely possible to get across the line with Moonstone’.
One of the first steps when advising clients on the pending two-pot changes is to get a clear view of their overall retirement-funding portfolio.
In one case, the OBS’s intervention resulted in the bank cutting its executor’s fees by 50%.
Avoid unnecessary delays and penalty interest, and ensure the transfer goes through smoothly.
It’s important to understand the access you have to your retirement fund savings, as well as the calculations used, to avoid an unexpected tax bill.
A taxpayer who generates renewable energy for the purpose of trade should qualify for the allowance.
There are a number of grey areas that the draft legislation will (hopefully) clarify.
The impact of the 10% adjustment to the lump-sum retirement benefits table may be less than you think.
Many South African investors are obsessed with the exchange rate when making an offshore investment. Here’s why it’s less of a factor than you think.
Insureds don’t always keep pace with the impact of volatility and changes in their operating environment.
Prejudicial treatment of advisers does not add to improving the image of the industry.
An outbound money transfer may now take much longer than a week or two.
Our Further Education and Training Certificates provide a pathway to further qualifications.
Provides guidelines on how to avoid being caught out.
Many businesses are operating under the false belief that their insurance policy adequately covers data security and privacy exposure.